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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,763 | $138,114-95.1% | $125,391-94.6% | $134,545-95.0% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -29.97% | 750.88%-780.9pp | 572.41%-602.4pp | 418.37%-448.3pp |
| Employer contribution / active EE | $2,698 | $5,246-48.6% | $4,816-44.0% | $4,742-43.1% |
| Participant deferral / active EE | $4,784 | $7,801-38.7% | $7,448-35.8% | $6,401-25.3% |
| Admin fee / account holder | $1,091 | $11,570-90.6% | $10,009-89.1% | $11,431-90.5% |